Introducing Budget Creator & Fund Expense Charts
Create a fund budget in one click. The new Budget Creator automatically creates standard expense categories such as Legal, Administration, Taxes etc. based on common expense ratios.
Last updated
Create a fund budget in one click. The new Budget Creator automatically creates standard expense categories such as Legal, Administration, Taxes etc. based on common expense ratios.
Last updated
The fund dashboard now also summarizes actual and projected Fund Expenses and Expense Ratios by line item.
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Originally published in the Tactyc newsletter on July 9, 2023.
